We are live on ! Find out more
EBIX

Ebix Inc

Delisted

EBIX was delisted on the 27th of December, 2023.

178 hedge funds and large institutions have $662M invested in Ebix Inc in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $23.1M

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

12% more capital invested

Capital invested by funds: $592M → $662M (+$69.5M)

11% more funds holding

Funds holding: 160178 (+18)

Holders
178
Holders Change
+18
Holders Change %
+11.25%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
67
Reduced
46
Closed
16
Calls
$35.8M
Puts
$23.1M
Net Calls
+$12.7M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
GHP Investment Advisors
Colorado
$25K +$23.7K +760 New
MCC
152
Money Concepts Capital
Florida
$19K +$18.3K +585 New
SOW
153
State of Wyoming
Wyoming
$17K -$2.59K -83 -14%
SWA
154
Sutton Wealth Advisors
Florida
$13.2K +$156 +5 +1%
PWMG
155
Prestige Wealth Management Group
New Jersey
$10K -$718 -23 -7%
ACM
156
Aquatic Capital Management
Illinois
$10K +$9.37K +300 New
CAC
157
Core Alternative Capital
Georgia
$9K +$8.06K +258 New
FPS
158
Fieldpoint Private Securities
Connecticut
$5K -$1.87K -60 -28%
S
159
SignatureFD
Georgia
$4K -$1K -32 -21%
TWA
160
TCI Wealth Advisors
Arizona
$4K +$3.53K +113 New
PFBT
161
Parkside Financial Bank & Trust
Missouri
$3K -$312 -10 -9%
CSB
162
City State Bank
Iowa
$3K
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$3K
DFCM
164
Dark Forest Capital Management
Puerto Rico
$3K +$2.44K +78 +975%
EWA
165
EverSource Wealth Advisors
Alabama
$3K +$3.31K +106 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$2K -$375 -12 -17%
KFI
167
Key Financial Inc
Pennsylvania
$2K
MAM
168
Meeder Asset Management
Ohio
$2K +$94 +3 +6%
Macquarie Group
169
Macquarie Group
Australia
$1.11K
C
170
Covestor
United Kingdom
$1K -$593 -19 -38%
GWM
171
Geneos Wealth Management
Colorado
$1K
PCG
172
Private Capital Group
Connecticut
$1K
LC
173
Lindbrook Capital
California
$1K +$500 +16 New
DA
174
Denali Advisors
California
$1K +$625 +20 New
VCM
175
Versant Capital Management
Arizona
$1K +$656 +21 New

EBIX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Ebix Inc (EBIX) for Q1 2022, worth a combined $662M — up 12% from $592M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EBIX positions and 16 closed out — a net gain of 19 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.52M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 178 institutional investors held Ebix Inc (EBIX) as of Q1 2022, up from 160 in Q4 2021.
  • Funds reported $662M of Ebix Inc stock for Q1 2022, up 12% quarter-over-quarter.
  • 35 funds opened new Ebix Inc positions in Q1 2022 and 16 closed out, a net change of +19 holders.
  • The largest Ebix Inc buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $5.52M added.
  • The largest Ebix Inc seller in Q1 2022 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2022.